Fidelity MSCI Cons Stap IndxFSTAETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 153 institutions reported holding Fidelity MSCI Cons Stap Indx (FSTA) in their 13F filings, down 8 from Q1 2024. 13 opened new positions and 19 sold out. The largest holders were Charles Schwab Investment Management Inc. ($104.7M), Lido Advisors, LLC ($57.7M) and Commonwealth Equity Services, LLC ($19.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity MSCI Cons Stap Indx
- CUSIP
- 316092303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $21.3M |
| Exits | 19 | $10.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,016,359 shares bought and 879,606 shares sold, net +136,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 2,209,613 | $104.7M |
| Lido Advisors, LLC | 0.48% | Add +3.8% | 1,217,808 | $57.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.4% | 409,637 | $19.4M |
| Morningstar Investment Services LLC | 0.17% | Reduce -2.0% | 323,651 | $15.4M |
| Osaic Holdings, Inc. | 0.03% | Add +29.6% | 287,548 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.4% | 263,420 | $12.5M |
| Systelligence, LLC | 3.18% | New | 251,782 | $11.9M |
| LPL Financial LLC | 0.01% | Reduce -1.7% | 238,336 | $11.3M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +443.6% | 237,028 | $11.2M |
| NorthCoast Asset Management LLC | 0.06% | New | 159,425 | $7.6M |
| Compass Financial Group, INC | 1.48% | Add +8.9% | 143,791 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.1% | 126,054 | $6.0M |
| Atlas Capital Advisors Inc. | 0.71% | Add +50.4% | 115,373 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -47.2% | 114,865 | $5.3M |
| Morgan Stanley | 0.00% | Add +5.2% | 106,806 | $5.1M |
| Financial Perspectives, Inc | 1.87% | Add +2.6% | 106,715 | $5.1M |
| AE Wealth Management LLC | 0.05% | Add +14.6% | 106,118 | $5.0M |
| Full Sail Capital, LLC | 0.32% | Reduce -0.3% | 100,806 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.4% | 93,849 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.7% | 92,418 | $4.4M |
| Agf Management Ltd. | 0.02% | Add +18.4% | 83,589 | $4.0M |
| Marotta Asset Management | 0.75% | Add +11.3% | 76,889 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +12.4% | 63,853 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 63,745 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.9% | 52,890 | $2.5M |
| UBS Group AG | 0.00% | Reduce -4.8% | 51,653 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 51,496 | $2.4M |
| FMR LLC | 0.00% | Add +45.2% | 51,421 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 41,668 | $2.0M |
| Buska Wealth Management, LLC | 0.79% | Reduce -24.4% | 41,616 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 38,571 | $1.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -30.4% | 37,795 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -5.8% | 33,879 | $1.6M |
| Walker Financial Services, Inc. | 1.21% | Reduce -10.1% | 32,742 | $1.6M |
| VCI Wealth Management LLC | 0.76% | New | 32,366 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +0.1% | 31,707 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 31,414 | $1.5M |
| Principal Securities, Inc. | 0.04% | Reduce -3.3% | 31,218 | $1.5M |
| Arkadios Wealth Advisors | 0.10% | Add +18.8% | 29,699 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.0% | 29,068 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -64.5% | 28,079 | $1.3M |
| Lifeworks Advisors, LLC | 0.37% | Reduce -0.1% | 27,857 | $1.3M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -2.4% | 27,320 | $1.3M |
| Atlas Brown,Inc. | 0.45% | Add +1.4% | 26,724 | $1.3M |
| Independent Order of Foresters | 0.76% | No change | 25,886 | $1.2M |
| Macquarie Group Ltd. | 0.00% | No change | 25,886 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.24% | Add +9.1% | 25,310 | $1.2M |
| Larson Financial Group LLC | 0.08% | Add +77257.6% | 25,528 | $1.2M |
| Lynch & Associates | 0.27% | Add +4.0% | 25,360 | $1.2M |
| Yoder Wealth Management, Inc. | 0.78% | Add +6.1% | 25,323 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.4% | 24,428 | $1.2M |
| Smith Salley Wealth Management | 0.08% | Reduce -0.3% | 23,908 | $1.1M |
| Cedrus LLC | 0.56% | Add +6.6% | 23,548 | $1.1M |
| Wbi Investments, LLC | 0.27% | Reduce -34.1% | 23,466 | $1.1M |
| Exchange Capital Management, Inc. | 0.17% | Reduce -1.1% | 21,852 | $1.0M |
| Advocacy Wealth Management, LLC | 0.08% | Reduce -21.4% | 21,266 | $1.0M |
| Capital Analysts, LLC | 0.04% | Reduce -33.8% | 20,402 | $967K |
| Truist Financial Corp. | 0.00% | Reduce -2.7% | 18,793 | $891K |
| Private Advisor Group, LLC | 0.01% | Add +1.9% | 18,514 | $878K |
| Fifth Third Securities, Inc. | 0.08% | Reduce -7.6% | 18,460 | $875K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.2% | 17,824 | $845K |
| Sweeney & Michel, LLC | 0.35% | Add +10.1% | 17,204 | $817K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -53.5% | 15,922 | $755K |
| Dakota Wealth Management | 0.02% | Reduce -0.1% | 15,665 | $743K |
| Citadel Advisors | 0.00% | Reduce -52.7% | 15,420 | $731K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 14,445 | $684K |
| Curran Financial Partners, LLC | 0.22% | Reduce -7.3% | 13,903 | $659K |
| Comerica Bank | 0.00% | Add +815.2% | 13,554 | $642K |
| Stonebridge Financial Planning Group, LLC | 0.32% | Reduce -17.1% | 13,526 | $641K |
| Pacific Sun Financial Corp | 0.38% | Reduce -1.5% | 13,378 | $634K |
| Brookstone Capital Management | 0.01% | Reduce -3.7% | 12,132 | $591K |
| RFG Advisory, LLC | 0.02% | Reduce -1.8% | 12,342 | $585K |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 11,707 | $555K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -24.7% | 11,021 | $522K |
| Mariner, LLC | 0.00% | Reduce -7.1% | 10,558 | $500K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -27.6% | 10,186 | $483K |
| Fisher Asset Management | 0.00% | Reduce -2.7% | 9,918 | $470K |
| Gsa Capital Partners LLP | 0.03% | Add +43.4% | 9,761 | $463K |
| Bray Capital Advisors | 0.12% | No change | 9,750 | $462K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -2.9% | 9,603 | $455K |
| Prairie Wealth Advisors, Inc. | 0.23% | Add +1.2% | 9,364 | $444K |
| World Investment Advisors | 0.03% | Add +2.0% | 9,329 | $442K |
| Keybank National Association | 0.00% | Reduce -31.1% | 9,280 | $440K |
| PGIM Custom Harvest LLC | 0.01% | Add +22.1% | 9,133 | $433K |
| TrueWealth Advisors, LLC | 0.16% | Reduce -12.0% | 9,117 | $432K |
| Royal Bank of Canada | 0.00% | Reduce -26.8% | 8,785 | $416K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 8,760 | $415K |
| Advisory Services Network, LLC | 0.01% | Reduce -86.7% | 8,748 | $415K |
| Oliver Lagore Vanvalin Investment Group | 0.12% | Reduce -53.1% | 8,613 | $408K |
| Roman Butler Fullerton & Co. | 0.13% | No change | 8,422 | $402K |
| Independent Advisor Alliance | 0.01% | Add +0.5% | 8,213 | $389K |
| Southern Capital Advisors, LLC | 0.24% | Reduce -3.6% | 8,112 | $385K |
| Soltis Investment Advisors LLC | 0.04% | No change | 7,848 | $372K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.1% | 7,778 | $369K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 7,481 | $355K |
| Corient Private Wealth LP | 0.00% | No change | 7,173 | $340K |
| Lanark Financial, Inc. | 0.03% | Reduce -23.0% | 7,098 | $336K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 7,067 | $335K |
| Csenge Advisory Group | 0.02% | Add +0.8% | 6,279 | $298K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.7% | 5,651 | $268K |
| Creative Planning | 0.00% | Reduce -19.0% | 5,143 | $244K |
| FLC Capital Advisors | 0.06% | No change | 5,000 | $237K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -74.0% | 4,922 | $233K |
| Creative Financial Designs Inc. | 0.02% | No change | 4,646 | $220K |
| Pathway Financial Advisers, LLC | 0.08% | Reduce -3.5% | 4,629 | $218K |
| LexAurum Advisors, LLC | 0.05% | Reduce -31.6% | 4,486 | $213K |
| Cwm, LLC | 0.00% | Add +767.9% | 3,645 | $173K |
| IFP Advisors, Inc | 0.01% | No change | 3,413 | $162K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.6% | 3,315 | $157K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,986 | $141K |
| Centaurus Financial, Inc. | 0.01% | No change | 2,590 | $123K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 2,396 | $114K |
| American National Bank & Trust | 0.01% | Add +32.6% | 2,235 | $106K |
| Whittier Trust Co. | 0.00% | No change | 1,885 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +12.6% | 1,866 | $88K |
| International Assets Investment Management, LLC | 0.01% | New | 1,761 | $83K |
| Franklin Resources Inc. | 0.00% | No change | 1,440 | $68K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.0% | 1,311 | $62K |
| Global Retirement Partners, LLC | 0.00% | Add +255.0% | 1,271 | $60K |
| Asset Dedication, LLC | 0.00% | Add +0.7% | 1,055 | $50K |
| Spire Wealth Management | 0.00% | No change | 1,010 | $48K |
| Quadrant Capital Group LLC | 0.00% | New | 1,000 | $47K |
| Colonial Trust Co / SC | 0.01% | No change | 954 | $45K |
| TFC Financial Management, Inc. | 0.01% | New | 900 | $43K |
| Allworth Financial LP | 0.00% | No change | 702 | $34K |
| NFSG Corp | 0.01% | No change | 568 | $27K |
| Citigroup Inc. | 0.00% | Add +2.9% | 535 | $25K |
| Smartleaf Asset Management LLC | 0.00% | New | 484 | $23K |
| Private Trust Co. NA | 0.00% | No change | 471 | $22K |
| Godsey & Gibb, Inc. | 0.00% | No change | 400 | $19K |
| Mascoma Wealth Management LLC | 0.01% | No change | 400 | $19K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 388 | $18K |
| Strategic Financial Concepts, LLC | 0.01% | New | 52,324 | $18K |
| Avior Wealth Management, LLC | 0.00% | Reduce -91.1% | 325 | $15K |
| Blair William & Co. | 0.00% | Add +418.5% | 280 | $13K |
| Colonial Trust Advisors | 0.00% | Add +0.9% | 224 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 202 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -85.6% | 200 | $9K |
| Element Wealth, LLC | 0.01% | Add +9.9% | 189 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 159 | $8K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 142 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 126 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 116 | $5K |
| Sound Income Strategies, LLC | 0.00% | Add +86.4% | 110 | $5K |
| Continuum Advisory, LLC | 0.00% | Reduce -10.5% | 102 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.4% | 67 | $3K |
| Assetmark, Inc. | 0.00% | New | 64 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -29.6% | 38 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 31 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 23 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 22 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 21 | $991 |
| CVA Family Office, LLC | 0.00% | No change | 10 | $474 |
"% of holder's portfolio" is FSTA's weight in each manager's 13F, not the share of Fidelity MSCI Cons Stap Indx the manager owns.